The Final Tax Check: What to Address Before 2027

Explore key tax planning opportunities to consider before closing out 2026.

Before the calendar turns to 2027, there are important tax decisions to make. Permanent deductions, restored R&D expensing and changing state and federal rules are creating new considerations for how businesses approach year-end planning.

Join our tax experts for a look at what’s changed, what may be worth another look and what businesses should consider before closing out 2026.

Who Should Attend

Business Owners, CFOs and Tax Executives

Learning Objectives:

• Identify key 2026 tax developments and explain how permanent and expanded provisions may affect year-end business planning.
• Evaluate opportunities involving R&D expensing, bonus depreciation, Section 179, qualified business income and other deductions that could improve cash flow and tax outcomes.
• Assess state, local and international tax considerations, including federal-state conformity, PTET elections, nexus, transfer pricing and updated foreign-income rules.
• Recognize year-end compliance priorities related to tax disclosures, payroll and contractor reporting, retirement plans, executive compensation and documentation.
• Apply a practical year-end framework to identify time-sensitive actions and align 2026 tax decisions with broader business goals for 2027 and beyond.

Speakers

• Andrew Moore, Partner, Tax, Armanino Advisory LLC
• Katrina Perlewitz, Partner, Tax, Armanino Advisory LLC
• Nghi Huynh, Partner, Tax, Armanino Advisory LLC
• Melissa Mendeloff, Director , Tax, Armanino Advisory LLC